José Macedo and Pondering Durian: The Birth of Delphi Intelligence

José Macedo and Pondering Durian: The Birth of Delphi Intelligence

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech.


Delphi Intelligence: https://www.delphiintelligence.io/



🎯 Key Highlights


▸ Why Delphi pivoted to AI after years in crypto research and investing.

▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more.

▸ How the team blends deep research with deal sourcing — like early crypto days.

▸ The three phases of AI scale: pretraining, inference, and the RL renaissance.

▸ José and PD on decentralizing RL and building “The World’s RL Gym.”

▸ The case for open AI: modular design, public reasoning, and collaboration.

▸ How LLMs are learning to “think longer” — and what it means for training.

▸ Open-source vs. proprietary AI — and China’s growing lead in open models.

▸ Why José believes AGI may already be here with GPT-4o.

▸ Where early AI startups can still win — from robotics to edge hardware.

▸ Why this AI moment feels like crypto in 2017 — and why it’s still early.

▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic.

▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences.

▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead.

▸ How Delphi plans to find early winners in AI, like they did in crypto.



💡 Subscribe for more crypto & AI insights! 🔔



🧠 Follow the Alpha


▸ Delphi Intelligence's Twitter: @delphi_intel

▸ PD's Twitter: @PonderingDurian

▸ José's Twitter: @ZeMariaMacedo



🔗 Connect with Delphi


🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/



🎧 Listen on


Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q



Timestamps


00:00 - Introduction to Delphi Intelligence

01:30 - Why AI Feels Like Crypto in 2017

03:30 - The AI Research Gap Delphi Aims to Fill

06:30 - Robotics Deep Dive: Humanoids vs. Specialization

10:00 - AI’s Impact on Traditional Tech Moats

14:30 - Can the Mag 7 Be Disrupted by AI Labs?

17:00 - Google, Meta, OpenAI, and the Race for Interface

21:00 - Crypto as a Hedge Against AI-Driven Inequality

24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI

28:00 - China’s Open-Source AI Strategy

31:30 - Zero-to-One vs. One-to-X Innovation Models

35:00 - Open-Source Models: Strategic or Suicidal?

38:00 - Early-Stage Edge: Where Startups Can Win

42:00 - Verticalized AI Apps, Context Engineering, and GPTs

46:00 - US vs. China in Robotics: Software vs. Hardware

50:00 - The Role of Simulation, Sensors, and Real-World Feedback

53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow

55:00 - The Vision for Delphi Intelligence 10 Years Out



Disclaimer


This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Avsnitt(468)

Arca’s Jeff Dorman: Wall Street Veteran Co-Founds A Crypto Fund

Arca’s Jeff Dorman: Wall Street Veteran Co-Founds A Crypto Fund

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jeff Dorman, the co-founder and CIO of Arca. On this episode we discuss Jeff's experience at Lehman, Merril, Citadel, and now as the co-founder and CIO of Arca, a crypto focused fund. This episode cover's Jeffs immense focus on bringing his experience at prior firms to the crypto realm. To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow  Jeff on Twitter @jdorman81   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

15 Aug 201945min

Hasu and Ryan Sean Adams: Bitcoin & Ethereum: A Rational Conversation Between Two Bulls

Hasu and Ryan Sean Adams: Bitcoin & Ethereum: A Rational Conversation Between Two Bulls

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Hasu and Ryan Sean Adams for a rational conversation between two bulls, Hasu on Bitcoin and Ryan Sean Adams on Ethereum. Between the echo chambers of crypto twitter and the pointless yelling matches on other mediums, this was a thoughtful and constructive conversation between two bulls on the similarities and differences on Bitcoin and Ethereum. Follow Tom on Twitter @Shaughnessy119 Follow Hasu on on Twitter: @hasufl Follow Ryan Sean Adams on Twitter: @RyanSAdams Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

12 Aug 20191h 21min

Coinmine’s Farbood Nivi: The Viral Plug-and-Play Crypto Miner

Coinmine’s Farbood Nivi: The Viral Plug-and-Play Crypto Miner

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Farbood Nivi, the CEO and co-founder of Coinmine.  On this episode we discuss what the Coinmine is, what cryptocurrencies you can mine using it, new features (Bitcoin only mode, the future ability to use the lightning network) and so much more. We dive into Farbood's history, and the insane focus on a perfect Apple style product. The Coinmine is the first user friendly and viral crypto mining hardware device.   To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Farbood on Twitter @farbood    Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

8 Aug 201936min

Ryan Zurrer: Response To Tom’s Polkadot Report, Web3 and Lessons Learned In China

Ryan Zurrer: Response To Tom’s Polkadot Report, Web3 and Lessons Learned In China

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Web3 Foundation's Ryan Zurrer. This was an awesome episode where we discuss everything from how the Web3 foundation is ushering in the decentralized web where users control their data to Polkadot, a high profile interoperability project. I recently wrote a post on Polkadot exploring my concerns, so it was great to discuss them with Ryan. The post is linked in the show notes below.   To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Ryan on Twitter @rzurrer    Resources: Polkadot: Promise and Problems   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

5 Aug 20191h 6min

Educational Series Part 1 - Distributed Consensus with Dan Zuller

Educational Series Part 1 - Distributed Consensus with Dan Zuller

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Vision Hill Group's Dan Zuller for the first part of a multi-part, short and sweet educational series simplifying complex crypto topics. The first episode is focused on distributed consensus mechanisms.  To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Dan on Twitter @danzuller   Resources: Vision Hill Distributed Consensus Case Study Dan Zuller's Tweet Storm   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

30 Juli 201922min

Kadena’s Founder and CEO Will Martino: A Hybrid Blockchain Built For Scale

Kadena’s Founder and CEO Will Martino: A Hybrid Blockchain Built For Scale

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kadena's Founder and CEO Will Martino. kadena is described as offering the fastest, safest and most scalable hybrid blockchain technology stack for entrepreneurs.  We go through Will's history as  the Lead Engineer for Juno, JP Morgan’s blockchain prototype all the way to the promise of Kadena, its public blockchain launch by year end, and its focus on having a hybrid blockchain architecture for real business use cases. This episode has tons of great insights from someone who has been in the weeds for years and used all of these insights to build a new platform. To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Dan on Twitter @_wjmartino_   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

29 Juli 201946min

Kurt Watkins: A Legal Look at DAOs, Blockchain LLCs, Tokens, and Libra

Kurt Watkins: A Legal Look at DAOs, Blockchain LLCs, Tokens, and Libra

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kurt Watkins, a partner at MG Miller Law to discuss everything crypto from a straightforward legal perspective. We discuss Kurt's work in the crypto legal field, run through some examples, and discuss so much more.   To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Kurt on Twitter @mgmillerIP Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

25 Juli 201947min

Gregory Rocco and Jacob Arluck: Tezos’ Social Contract

Gregory Rocco and Jacob Arluck: Tezos’ Social Contract

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Gregory Rocco from ConsenSys Alpine Group and Jacob Arluck from TQ Group, a group with the goal of advancing the Tezos Ecosystem, on for an episode to discuss Rocco’s recent post on Tezos’ social contract and for recent updates on Tezos. We go into the origins of Tezos’ social contract, what it all means, and how these merits are baked into everything within the Tezos ecosystem. For those familiar with Hasus’s post on Bitcoin’s social contract, Rocco’s excellent post was built in a similar way. We go on to discuss all of Tezos’ recent updates and announcements, Jacob goes through them towards the end - and the main message is Tezos is making it easier for developers to build on the platform which is central to its success. To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Rocco on Twitter @Obstropolos Follow Jacob on Twitter @JacobArluck    Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

22 Juli 201958min

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